Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.47 | 31.67 | 30.20 |
Stocks | 77.91 | 77.91 | 0.00 |
Bonds | 16.92 | 17.08 | 0.16 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 3.63 | 3.66 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.56 | 15.93 |
Price to Book | 2.03 | 2.27 |
Price to Sales | 1.57 | 1.65 |
Price to Cash Flow | 9.71 | 9.76 |
Dividend Yield | 2.91 | 2.66 |
5 Years Earnings Growth | 10.02 | 10.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.62 | 17.19 |
Financial Services | 15.19 | 16.75 |
Industrials | 11.46 | 13.42 |
Consumer Cyclical | 9.80 | 10.58 |
Healthcare | 9.65 | 11.27 |
Consumer Defensive | 7.62 | 7.55 |
Real Estate | 7.41 | 4.50 |
Energy | 6.30 | 4.97 |
Communication Services | 6.00 | 6.57 |
Utilities | 5.14 | 3.11 |
Basic Materials | 4.79 | 5.78 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.55 | 11.28 | +0.62% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.80 | 177.92 | +1.08% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.71 | 4.27 | +0.99% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.50 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 9.08 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.15 | - | - | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.53 | - | - | |
Vanguard US Equity Index Institutional Plus GBP Ac | GB00BPN5P238 | 5.21 | 377.31 | +0.15% | |
abrdn Global REIT Tracker X | GB00BK5HLH91 | 4.20 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Retail Platform | 1.13B | 1.87 | 0.06 | 2.99 | ||
MyFolio Managed II Inst Acc | 1.13B | 1.25 | -0.77 | 3.02 | ||
MyFolio Market II Retail Platform 1 | 1.05B | 2.22 | 1.30 | 4.05 | ||
MyFolio Market II Inst Acc | 1.05B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market IV Retail Platform 1 | 1B | 4.38 | 4.93 | 6.74 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review